Available on Business and Enterprise plans.
Project portfolios provide a comprehensive high-level overview of multiple projects in one centralized location. This feature enables you to manage multiple projects and monitor their progress, health, and performance simultaneously, with easy access to detailed information on each one.
Creation of project portfolios is accessible to an Account Owner, Account Admins and Enterprise users with a Custom role and a corresponding permission.
You can view and manage your project portfolios in the Portfolio section located in the left sidebar 1.
There, you'll find folders with existing project portfolios. Each folder displays the date of the last changes and the number of projects it contains 2.
Hover over the portfolio folder and click on the three dots 3 to:
- Rename the project portfolio
- Pin or unpin it for quick access from the left sidebar
- Delete project portfolio
To open a specific portfolio, simply click on its corresponding folder.